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Financial planning
Portfolio administration company Praemium is perfectly placed to take advantage of an impending shift towards a fee-for-service remuneration model in the UK, and plans to...
Financial planning
Financial product innovation will halt as uncertainty around the Future of Financial Advice reforms persists, says Perpetual's Matt McKinnon....
Financial planning
BT-owned dealer groups Securitor and Magnitude are among the latest to formalise a relationship with a mortgage broker as they seek to expand their potential revenue stre...
Editorial
Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....
Editorial
David Benney looks at the advantages and disadvantages of direct shares versus managed funds....
Financial planning
The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...
Financial planning
Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....
People & Products
Financial Planning Association (FPA) chair Julie Berry has acknowledged the appointment of incoming FPA chief Mark Rantall was conducted by a three-person sub committee o...
Financial planning
The lack of clarity about the Future of Financial Advice reforms may be hampering investment in processes and infrastructure, but it hasn't necessarily affected growth, a...
Financial planning
Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...
Financial planning
Bank workers are feeling under pressure to sell credit and other financial products to customers who cannot afford them, according to the Finance Sector Union....
Financial planning
Women in the Australian financial services industry do not feel they are afforded the same opportunities as their male counterparts, particularly where remuneration and p...
Financial planning
The Minister for Financial Services and Superannuation, Chris Bowen, has indicated there will be a delay in the introduction of the annual client 'opt-in' requirement for...
Financial planning
Offshore conferences are still in vogue for a number of the country's biggest dealer groups, with many using them as rewards and incentives for high revenue generating ad...
Financial planning
AFA seeks to alleviate member concerns about Future of Financial Advice reforms....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...